$46MM AUM | $299,000 GDC in St. Charles, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
471 days old
General
Location
St. Charles, MO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$46,000,000.00
Gross Revenue
$299,000.00
# of Accounts
415
Avg Client Age
58
Overview

I am currently moving my clients to fee based accounts which, where it's possible, will amount to approximately 83% of my total AUM. I also have fixed life insurance as part of my practice along with tax preparation.

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